SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

747 hedge funds and large institutions have $7.93B invested in Schwab U.S Small- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 257 increasing their positions, 257 reducing their positions, and 21 closing their positions.

Holders
747
Holders Change
+111
Holders Change %
+17.45%
% of All Funds
13.25%
Holding in Top 10
75
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+44.23%
% of All Funds
1.33%
New
144
Increased
257
Reduced
257
Closed
21
Calls
$966K
Puts
$675K
Net Calls
+$291K
Net Calls Change
+$615K

Top Buyers

1
TI
1
Tidal Investments
Wisconsin
$75.2M
2
FMP
2
Financial Management Professionals
Texas
$67.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$49.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49M
5
KAS
5
Kestra Advisory Services
Texas
$15.2M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$314M
2
Charles Schwab
2
Charles Schwab
California
$250M
3
FMT
3
First Mercantile Trust
Tennessee
$39.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$147M
5
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
51
Radnor Financial Advisors
Pennsylvania
$14.2M -$149K -6,684 -1%
EHPM
52
Emery Howard Portfolio Management
California
$13.8M -$387K -17,384 -3%
PMG
53
ProVise Management Group
Florida
$13.7M +$399K +17,928 +3%
BSB
54
Bangor Savings Bank
Maine
$13.5M +$393K +17,644 +3%
SFS
55
Summit Financial Strategies
Ohio
$13.5M -$475K -21,356 -3%
BWA
56
Burt Wealth Advisors
Maryland
$13.2M -$31.2K -1,400 -0.2%
BFG
57
Bouchey Financial Group
New York
$13M +$72.3K +3,248 +0.6%
MM
58
Meridian Management
Arkansas
$12.9M +$136K +6,132 +1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$12.9M +$4.89M +219,580 +61%
NIC
60
Northwest Investment Counselors
Oregon
$12.4M +$612K +27,496 +5%
JWM
61
Janiczek Wealth Management
Colorado
$12.4M +$601K +26,996 +5%
SWM
62
SVA Wealth Management
Wisconsin
$11.6M -$1.15M -51,752 -9%
SKK
63
Shepherd Kaplan Krochuk
Massachusetts
$11.6M +$7.56M +654,544 +186%
CCA
64
Clearwater Capital Advisors
Illinois
$11.3M +$470K +21,108 +4%
PEA
65
Pacific Edge Advisors
California
$11.3M -$409K -18,400 -4%
MA
66
MUFG Americas
New York
$11.2M -$526K -23,620 -4%
NSAM
67
North Star Asset Management
Wisconsin
$11.1M +$246K +11,076 +2%
FNC
68
First National Corp
Massachusetts
$11.1M +$11.1M +499,616 New
AG
69
Appleton Group
Wisconsin
$11M +$10.3M +462,668 +1,378%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$10.9M +$529K +23,776 +5%
TWM
71
Tradition Wealth Management
Minnesota
$10.8M +$10.8M +487,468 New
TCM
72
Tradewinds Capital Management
Washington
$10.8M +$2.64M +118,864 +32%
WANY
73
Wealthspire Advisors (New York)
New York
$10.7M +$10.7M +479,460 New
MAM
74
Marquette Asset Management
Minnesota
$10.6M -$633K -28,444 -6%
SFG
75
Sage Financial Group
Pennsylvania
$10.3M -$136K -6,132 -1%
1 2
3
4 5